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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,040 | $83,485+30.6% | $125,180-12.9% | $72,983+49.4% |
| Participation rate | 58.3% | 73.3%-15.0pp | 79.8%-21.4pp | 69.5%-11.2pp |
| Annual return | 8.10% | 25.78%-17.7pp | 43.79%-35.7pp | 81.01%-72.9pp |
| Employer contribution / active EE | $951 | $2,346-59.5% | $3,866-75.4% | $2,440-61.0% |
| Participant deferral / active EE | $3,559 | $3,586-0.8% | $4,937-27.9% | $3,608-1.4% |
| Admin fee / account holder | $7,718 | $5,518+39.9% | $9,703-20.5% | $5,124+50.6% |